Please also feel free to read our blog post on generating share certificates on Capdesk here.
You can now generate and document share certificates on Capdesk. To do so, you will need to enable this feature in the Settings and Add-ons page (under Settings). Then in the Basic Settings section, you should see Shareholder Register and Certificates.
You will need to tick checkbox "Use Capdesk as shareholder register" before you can tick checkbox "Use Capdesk share certificates".
Once you have ticked both checkbox, please click "Save" (bottom of the page).
You will now see Certificates page in the Shares page (under Ownership):
Capdesk has generated share certificates for all issuances recorded (this includes historical share issuances) on Capdesk and issued a share certificate number in ascending order i.e. the first issuance on Capdesk is recorded with certificate number 1, etc.
You can see the generated share certificates by clicking on "View" highlighted below.
Then if you click on the share certificate pdf, you will see the generated share certificate below:
You can upload your own share certificate design by going to "Template" button then "Update Template".
You then name and upload the template:
Go to "Add Dynamic Document" to upload the share certificate template:
Your share certificate template will need Capdesk placeholders (you can see them under "View available placeholders") so the details of the share issuance is automatically filled in the share certificate. You then "Upload" and "Save".
There are different type of statuses for the share issuance:
You can have:
- Draft: this is when the issuance is recorded as drafts on Capdesk
- Registered: this is when the issuance is published on Capdesk
- In Signing: this is when the the share certificate is sent for company signing
- Signed: this is when the share certificate is signed (either signing executed on Capdesk or have uploaded a signed share certificate document) and the shareholder will be able to view the share certificate
- Cancelled: this is where previously signed certificates has later been replaced/updated
Please note, for the status - Draft, Registered and In Signing, the shareholder will not see the share certificate. They will only see it when it is signed (the status will be Signed or Cancelled).
When the issuance is 'Registered', you can:
We understand that you might have a certificate number that does not match Capdesks' autogenerated one or you have a signed share certificate for the issuance already, so we allow for changing the certificate number and uploading signed document.
If you click on "Change Certificate Number":
You can choose a certificate number for the share certificate. The certificate number must be unique, and not already in use. Then click on the "Save" button.
To upload an already signed share certificate, click on "Upload Signed Document", upload the relevant share certificate and click on Save.
The shareholder will now be able to see their share certificate.
If you want to execute the signing of share certificate on Capdesk, please refer to this help article here.